# SUMMIT PLACE FINANCIAL ADVISORS,LLC

SUMMIT PLACE FINANCIAL ADVISORS,LLC of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 147984
- Type: SEC-registered investment adviser
- SEC file number: 801-96169
- Location: 18 BANK STREET, SUITE 202, SUMMIT, NJ, 07901
- Phone: 908-517-5880
- Latest filing: 2026-03-19
- Regulatory AUM: $300.4M
- Discretionary AUM: $300.4M
- Clients: 6
- Accounts: 335

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Katz Miller | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Assunta Rosaria Mclane | MANAGING DIRECTOR | — |
| Christopher Jeffrey Gula | MANAGING DIRECTOR | — |
| MILLER STEPHEN MICHAEL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MILLER ELIZABETH KATZ | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| McLane Assunta Rosaria | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147984/similar
- Related entities: https://search.stillhousedata.com/firm/147984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147984

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.